Daily Alpha · Reddit
· Premarket Alpha · by Buzzberg Research
r/wallstreetbets split on Alphabet after earnings, while a 10-Q review flagged ServiceNow's cRPO growth guide of 18.5%.
Themes on this desk
Alphabet after earnings
One r/wallstreetbets trader bought 400 GOOGL shares at 280, while another argued Google's significantly higher 2027 capex makes GOOGL unattractive until 2028.
Highest engagement
by score · day changeA commenter says memory buyers can cancel long-term orders by citing quality issues
The commenter argues memory prices can fall quickly despite long-term contracts because customers can cancel orders via quality issues once they no longer need as much memory.
When customers want to cancel orders without penalties they simply find “quality” issues.
It challenges the view that long-term contracts protect memory pricing.
Source →A 10-Q review says ServiceNow guided cRPO growth down to 18.5% after a beat and raise
The review argues the headline beat-and-raise masked a cRPO growth guide cut to 18.5%, after the stock fell about 19%.
ServiceNow beat and raised, then fell ~19%. The 10-Q explains it better than the headline:
Q4 cRPO is the key test of whether subscription growth is decelerating below 20%.
Watch Q4 cRPO against the 18.5% guide.
Source →A WSB author expects a Marvell-Lumentum deal to reprice optics, with AAOI the biggest beneficiary
The author expects a possible Marvell-Lumentum deal to reprice the optics sector, with AAOI as the biggest beneficiary ahead of its early-November earnings.
Possible repricing (Optics (AAOI)) MARVELL is reportedly in advanced talks to aqquire LUMENTUM If the deal actually goes through at
The author ties the optics repricing case to AAOI's upcoming earnings.
Watch AAOI's early-November earnings.
Source →A Reddit author argues Lilly is the main beneficiary of the Medicare GLP Bridge program
The author argues Eli Lilly is the main beneficiary of the Medicare GLP Bridge program while Novo Nordisk's Ozempic and Wegovy prescriptions stagnate or decline.
$LLY vs $NVO: Medicare GLP Bridge program is a boon to Lilly. Novo? Not so much...
The author sees Novo's Ozempic and Wegovy prescriptions stagnating or declining.
Source →A value investor calls Sandisk's 600% run at 6.5x earnings a cyclical-value trap
The author expects Sandisk to beat near-term earnings but argues the 600% run and 6.5x earnings are a cyclical-value trap and would not buy at the current price.
I Spent Hours Analyzing Sandisk Before Earnings. The Stock Is Up 600% and Trades at Just 6.5x Earnings.
The author treats the low multiple after a 600% run as a cyclical-value trap.
Watch Sandisk's earnings.
Source →Most argued
by comments per upvoteA Superstonk author says eBay's results make a sale to GameStop at ~$125 harder
The author argues eBay's improved results, buybacks, dividend and headcount cuts make shareholders less likely to accept a sale to GameStop at the ~$125 offer price.
eBay? Looking at the facts, I think it's now a tougher sell to get eBay shareholders on board with selling
It questions whether eBay shareholders will back the offer.
Source →A value investor expects Intel to beat but calls the stock unattractive at its valuation
The author expects Intel to beat earnings but argues the stock is unattractive given unproven Foundry economics and demanding multiples.
I Spent Hours Analyzing Intel Before Earnings. Last Time It Crushed Expectations, the Stock Fell 14%.
Last time Intel crushed expectations, the stock fell 14%.
Watch Intel's earnings.
Source →A value investor is cautious on Amazon before earnings because capex pressures free cash flow
The author argues strong AWS growth and a revenue beat may not satisfy investors if capital spending keeps free cash flow under pressure and the valuation offers little margin of safety.
I Spent Hours Analyzing Amazon Before Earnings.
The author's title says Google just proved why even a huge AWS beat might not be enough.
Watch Amazon's earnings and capital spending.
Source →A Reddit investor bought Sprouts around $49 after its guidance cut
The author argues Sprouts Farmers Market is a good defensive value investment after a guidance cut, citing sub-10x 2026 earnings, new-store growth and organic and health trends.
Sprouts Farmers Market (SFM)? Stock is getting HAMMERED after hours.
It is a disclosed purchase into an after-hours selloff.
Source →A biotech author lays out SELLAS as a binary REGAL Phase 3 readout
The author presents a balanced bull case for SELLAS backed by credible scientists, survival financing and a manufacturable peptide, while flagging trial, dilution and commercialization risks.
SELLAS (SLS): years arguing about the Stergiou. Can we talk about the furniture? # Disclosure:
The outcome hinges on a single Phase 3 readout.
Watch The REGAL Phase 3 readout.
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